Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,420 | $143,969-65.7% | $199,883-75.3% | $82,637-40.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 23.55% | 25.67%-2.1pp | 43.81%-20.3pp | 53.51%-30.0pp |
| Employer contribution / active EE | $2,872 | $4,632-38.0% | $6,261-54.1% | $2,552+12.5% |
| Participant deferral / active EE | $1,647 | $6,937-76.3% | $9,138-82.0% | $4,126-60.1% |
| Admin fee / account holder | $2,027 | $14,597-86.1% | $17,268-88.3% | $7,339-72.4% |